Brian Laffey, Cpa Email & Phone Number

Chicago, Il, Us

Downers Grove, Il, Us

• Drove revenue growth of 89% from 2015 to 2020 by introducing net margin analysis to ensure product line profitability, improving ROI and IRR on investments, and co-leading mergers & acquisitions. • Spearheaded Mergers & Acquisitions valued at over $8M: Performed Due Diligence/Valuation to purchase a $1M training company (Critical Path) and a $7M company offering IP for all training content (GTS Learning). Increased total assets by 11.5% through investments and company acquisitions.• Designed a 5-Year financial forecast/model with the goal is to attain 3% growth YoY and substantially exceeded the goal. • Developed investment strategy to launch a premier educational academy in 2019, grew existing product lines to expand globally and translated products to different regions (Japan, Portugal, etc.). Currently expanding the Bursar/Financial Aid function for the CompTIA Academy with a continued focus on lean operations and high return on investment. • Led the implementation of Power BI, an analytical tool that improved reporting from monthly to real-time reporting for business unit leads and providing actionable insights and data to drive decision-making. • Developed credibility for the Finance group by providing timely and accurate analysis of budgets, financial reports, and financial trends to assist the CEO/President, Board, and other senior executives in performing their responsibilities. • Continual focus on business strategy development, strategic planning and operational execution, monthly P&L actual/forecast/budget variance analysis by division, M&A initiatives, banking, and strategic growth.

Chicago, Illinois, Us

Led a Controller’s Office team of 7 direct reports and 28 indirect reports and spearheaded financial controllership of $250M in annual revenue as well as financial stewardship of $596M of the universities assets, with annual growth of 10%. • Reduced the month-end close processing time by 25% and the year-end close process by 50%, which enabled the Controller’s Office to distribute reports to faculty and staff for analysis (via analytical tools such as AnalyticsWare).• Managed the university’s $200M endowment investment portfolio including coordination with outsourced investment managers on investment reporting, endowment distributions, and investment strategies. • Reduced the average weekly line of credit balance by 25%, increased year-end cash reserves by 100%, and increased short-term investments by 100% through direction of the university’s treasury management function.• Developed a cash forecasting model to ensure the university’s operating cash requirements were met. • Led the implementation of a new banking provider for the treasury, procurement, payroll and accounts payable functions. • Implemented new customer service policies and procedures including metrics to monitor customer service goals that resulted in a 6% increase of satisfied students utilizing the Controller’s Office services. • Negotiated the federal indirect cost rate with the federal government, resulting in a 5% increase from 2009 to 2015.• Created a financial stewardship program and Academic/Finance Committee that resulted in new financial policies and procedures, improved internal controls, and improved executive management financial reporting. • Served as University representative at Finance, Audit and Investment Committee meetings. • Led the outsourced internal audit function including coordination of financial, operational and IT audits.• Ensured university compliance with all financial, federal grant and tax regulations.

Chicago, Il, Us

• Redesigned the Oracle ERP system and implemented Ceridian HR/Payroll systems, which enabled the Association to improve internal controls and to eliminate manual processes. • Implemented a new financial close process/financial reporting methodology that resulted in a 50% decrease in the monthly close processing time and a 25% decrease in the time to create and distribute executive management reports.• Led the implementation of the new budget reporting system, which granted executive management the ability to receive real-time budget submission information and which decreased the budget process by two months.• Managed the Association’s indirect cost rate negotiation with the Federal Government, resulting in a 20% rate increase.

Chicago, Illinois, Us

• Led fiscal reporting and monitoring of University-sponsored program accounts totaling over $50M in annual revenue. • Implemented Lawson General Ledger plus Activity Management Systems on-time and $1M under budget.• Designed a post-award administration manual, with accompanying website and administration training that enabled the university to reduce government audit findings by 90%, while simultaneously educing A/R balances by 50%.

Cleveland, Oh, Us

Masters Of Science, Accountancy

Bachelor Of Business Administration, Accounting